Overview
Assets Under Management: $259 million
Headquarters: WILMINGTON, NC
High-Net-Worth Clients: 2
Average Client Assets: $69 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.43
Average High-Net-Worth Client Assets: $69 million
Total Client Accounts: 882
Discretionary Accounts: 873
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 311298
Filing ID: 1988724
Last Filing Date: 2025-05-09 16:31:00
Website: https://dovetailfin.com